See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,448 | $115,770-67.7% | $101,248-63.0% | $158,922-76.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.58% | 56.14%-44.6pp | 46.47%-34.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,474 | $4,175-40.7% | $3,660-32.4% | $4,761-48.0% |
| Participant deferral / active EE | $8,683 | $4,957+75.1% | $4,370+98.7% | $5,982+45.1% |
| Admin fee / account holder | $12,164 | $7,245+67.9% | $5,945+104.6% | $11,246+8.2% |